James Iverson is a CFA-designated registered investment advisor at 1taxfinancial, based in Cincinnati, OH, with 9 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 12 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Investment Analysis & Recommendations - for 401(k)s, 403(b)s, Annuities, Taxable accounts
- Retirement Planning/ Retirement Readiness Evaluation
- Social Security Claiming Recommendation
- **Cash Flow/Personal Money Management/Debt Reduction Plan
- Tax Planning
- Financial Check-up
- College Financing
- Estate Plan Review
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
1taxfinancial
State Registrations2 states
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